About this role
Provides support to Private Banking by assisting Private Banking Officers with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties may include, but are not limited to;
• Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding's, ordering title reports, UCC filings, and various inquires. • Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires. • Assist relationship managers with administrative responsibilities, such as but not limited to: phones, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering of financial information. • Prepare various monthly activity monitoring reports. • Interaction with customers and bank officers to process collection of various documents and financial information. • Other duties and projects as assigned.
POSITION REQUIREMENTS:
Three years of loan processing or loan servicing experience in a similar financial environment; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of deposit systems preferred.
**Position on-site in Tulsa, considering local candidates